Invesco QQQ $QQQ is Fairway Wealth LLC’s 4th Largest Position

Fairway Wealth LLC boosted its stake in shares of Invesco QQQ (NASDAQ:QQQ) by 5.8% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 44,647 shares of the exchange traded fund’s stock after acquiring an additional 2,434 shares during the quarter. Invesco QQQ comprises 5.7% of Fairway Wealth LLC’s investment portfolio, making the stock its 4th biggest holding. Fairway Wealth LLC’s holdings in Invesco QQQ were worth $26,805,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently modified their holdings of the company. JPMorgan Chase & Co. lifted its holdings in shares of Invesco QQQ by 42.4% during the second quarter. JPMorgan Chase & Co. now owns 4,895,265 shares of the exchange traded fund’s stock worth $2,700,424,000 after purchasing an additional 1,457,109 shares during the period. Northwestern Mutual Wealth Management Co. raised its position in Invesco QQQ by 0.7% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 3,223,327 shares of the exchange traded fund’s stock worth $1,778,116,000 after buying an additional 22,220 shares during the last quarter. HRT Financial LP raised its position in Invesco QQQ by 118.3% during the 2nd quarter. HRT Financial LP now owns 3,145,578 shares of the exchange traded fund’s stock worth $1,735,226,000 after buying an additional 1,704,600 shares during the last quarter. Symphony Financial Ltd. Co. acquired a new stake in shares of Invesco QQQ in the 2nd quarter worth $1,236,482,000. Finally, Rockefeller Capital Management L.P. boosted its holdings in shares of Invesco QQQ by 6.3% in the second quarter. Rockefeller Capital Management L.P. now owns 1,101,906 shares of the exchange traded fund’s stock valued at $611,049,000 after acquiring an additional 65,387 shares in the last quarter. 44.58% of the stock is currently owned by hedge funds and other institutional investors.

Invesco QQQ Trading Up 1.4%

Shares of Invesco QQQ stock opened at $616.28 on Thursday. Invesco QQQ has a 52-week low of $402.39 and a 52-week high of $637.01. The company’s 50-day simple moving average is $615.99 and its 200-day simple moving average is $597.04.

Invesco QQQ Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Monday, December 22nd were given a dividend of $0.7941 per share. This represents a $3.18 annualized dividend and a yield of 0.5%. The ex-dividend date was Monday, December 22nd. This is a positive change from Invesco QQQ’s previous quarterly dividend of $0.69.

Invesco QQQ News Roundup

Here are the key news stories impacting Invesco QQQ this week:

• Positive Sentiment: RBC Capital upgraded parent firm Invesco (the ETF issuer) to a buy-equivalent, which can boost investor sentiment toward Invesco-managed products and reinforce inflows into flagship ETFs. Read More. Read More.
• Positive Sentiment: Large upward revisions to AI spending forecasts support demand for Nasdaq-100 exposure because QQQ is heavily weighted to major AI and tech names likely to benefit from higher capex. Read More.
• Neutral Sentiment: Recent daily updates note QQQ’s recent pullback (reaction to U.S. economic data) but also highlight that the ETF remains near its 50-day moving average — suggesting a technical bounce rather than a structural change. Read More.
• Neutral Sentiment: Broader market commentary shows mixed signals — some analysts point to encouraging economic developments and a near-term rebound, which can support risk assets including QQQ, but the narrative remains mixed. Read More.
• Negative Sentiment: Multiple macro/geopolitical pieces warn of policy risks (e.g., trade/tariff disputes tied to “Greenland” headlines), potential Fed/government interference and correction risks — factors that can drive volatility in growth and tech-heavy ETFs like QQQ. Read More. Read More.

Invesco QQQ Profile

PowerShares QQQ Trust, Series 1 is a unit investment trust that issues securities called Nasdaq-100 Index Tracking Stock. The Trust’s investment objective is to provide investment results that generally correspond to the price and yield performance of the Nasdaq-100 Index. The Trust provides investors with the opportunity to purchase units of beneficial interest in the Trust representing proportionate undivided interests in the portfolio of securities held by the Trust, which consists of substantially all of the securities, in substantially the same weighting, as the component securities of the Nasdaq-100 Index.